BEACH INVESTMENT COUNSEL INC/PA — 13F holdings

BEACH INVESTMENT COUNSEL INC/PA reported 118 holdings worth $679M in its 13F filing for Q1 2025, filed April 14, 2025.

Largest positions

1. EPD ENTERPRISE PRODS PARTNERS L — $69.0M (10.2%)
2. ET ENERGY TRANSFER L P — $49.6M (7.3%)
3. MPLX MPLX LP — $45.4M (6.7%)
4. VST VISTRA CORP — $33.4M (4.9%)
5. AMZN AMAZON COM INC — $30.3M (4.5%)
6. LNG CHENIERE ENERGY INC — $26.8M (3.9%)
7. NEE NEXTERA ENERGY INC — $24.7M (3.6%)
8. GOOGL ALPHABET INC — $23.8M (3.5%)
9. HR HEALTHCARE RLTY TR — $18.7M (2.8%)
10. JPM JPMORGAN CHASE & CO. — $17.7M (2.6%)